IA

IFP Advisors Portfolio holdings

AUM $3.88B
1-Year Est. Return 17.67%
This Quarter Est. Return
1 Year Est. Return
+17.67%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$4.83B
AUM Growth
-$307M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
9,666
New
Increased
Reduced
Closed

Top Buys

1
+$8.71M
2
+$7.96M
3
+$7.75M
4
SPDW icon
SPDR Portfolio Developed World ex-US ETF
SPDW
+$7.74M
5
FXO icon
First Trust Financials AlphaDEX Fund
FXO
+$6.72M

Top Sells

1
+$7.7M
2
+$7.03M
3
+$5.44M
4
IVZ icon
Invesco
IVZ
+$4.06M
5
ARKK icon
ARK Innovation ETF
ARKK
+$4.02M

Sector Composition

1 Technology 3.67%
2 Consumer Discretionary 2.22%
3 Financials 2.19%
4 Healthcare 1.65%
5 Communication Services 1.56%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
2601
$2K ﹤0.01%
385
-733
2602
$2K ﹤0.01%
2,000
2603
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170
2604
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24
2605
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135
-150
2606
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400
2607
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128
2608
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25
2609
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114
2610
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+110
2611
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51
2612
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115
-10
2613
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48
+29
2614
– –
0
2615
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68
2616
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50
2617
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170
2618
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2619
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31
-150
2620
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23
2621
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+67
2622
$2K ﹤0.01%
+72
2623
$2K ﹤0.01%
18
-721
2624
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49
2625
$2K ﹤0.01%
67
-35
103 104
105
106 107